Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 78 |
HUNTINGTON NATIONAL BANK | 40 | 18 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 58 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.08% | Q1 2012 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.11% | Q4 2010 | Q3 2022 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.17% | Q1 2012 | Q3 2023 | 48 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.07% | 0.35% | Q4 2012 | Q3 2023 | 44 |
Stelac Advisory Services LLC | 42 | 1 | 0.55% | 1.77% | 4.07% | Q4 2012 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.02% | 0.19% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.03% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.01% | 0.36% | 3.32% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.01% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.01% | 0.07% | 0.38% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Wharton Business Group, LLC | 33 | 8 | 0.02% | 0.79% | 3.10% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
FIFTH THIRD BANCORP | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 25 | 16 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.06% | 0.29% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
STATE STREET CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
BARCLAYS PLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
SG Americas Securities, LLC | 24 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.00% | 0.09% | 0.19% | Q2 2014 | Q4 2023 | 37 |
SignalPoint Asset Management, LLC | 27 | 2 | 0.06% | 0.58% | 3.11% | Q2 2013 | Q1 2023 | 37 |
BESSEMER GROUP INC | 34 | 2 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 23 | 12 | 0.06% | 0.13% | 0.20% | Q4 2014 | Q3 2023 | 35 |
FMR LLC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
BlackRock Inc. | 29 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
JFS WEALTH ADVISORS, LLC | 28 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
CAMBRIDGE TRUST CO | 27 | 8 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 35 |
BAR HARBOR WEALTH MANAGEMENT | 34 | 34 | 0.02% | 0.40% | 0.72% | Q1 2013 | Q2 2021 | 34 |
Boston Trust Walden Corp | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
FIL Ltd | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 33 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.04% | 0.39% | Q1 2014 | Q3 2023 | 33 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 32 |
Adams Asset Advisors, LLC | 24 | 8 | 0.11% | 0.19% | 0.28% | Q2 2013 | Q2 2021 | 32 |
Psagot Value Holdings Ltd. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 32 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.07% | 0.98% | 12.75% | Q2 2013 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
CONGRESS ASSET MANAGEMENT CO /MA | 14 | 6 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 32 |
FIRST CITIZENS BANK & TRUST CO | 27 | 5 | 0.01% | 0.11% | 0.53% | Q2 2014 | Q1 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.05% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 28 | 2 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 30 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2020 | 30 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 30 |
Rehmann Capital Advisory Group | 22 | 2 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q2 2021 | 30 |
NatWest Group plc | 28 | 2 | 0.02% | 0.32% | 0.70% | Q2 2013 | Q4 2020 | 30 |
BLAIR WILLIAM & CO/IL | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
PRUDENTIAL FINANCIAL INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 29 |
Palisades Hudson Asset Management, L.P. | 25 | 3 | 0.22% | 0.56% | 1.41% | Q3 2015 | Q2 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Ledyard National Bank | 28 | 28 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q1 2020 | 28 |
ASSETMARK, INC | 10 | 4 | 0.00% | 0.16% | 1.29% | Q3 2013 | Q4 2022 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.15% | 0.28% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Parallax Volatility Advisers, L.P. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 28 |
Greytown Advisors Inc. | 28 | 28 | 1.18% | 1.90% | 2.92% | Q4 2016 | Q3 2023 | 28 |
Versant Capital Management, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2023 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q1 2020 | 28 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 12 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 27 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2019 | 27 |
Banco Santander, S.A. | 27 | 27 | 0.02% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 27 |
BADGLEY PHELPS & BELL INC | 27 | 27 | 0.51% | 0.96% | 2.71% | Q2 2013 | Q4 2019 | 27 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 0.29% | 1.04% | Q4 2014 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
GAM Holding AG | 26 | 26 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Israel Discount Bank of New York | 17 | 9 | 1.73% | 2.08% | 2.48% | Q1 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 23 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 1 | 0.00% | 0.06% | 0.26% | Q3 2013 | Q3 2020 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Cerity Partners LLC | 25 | 1 | 0.00% | 0.35% | 0.85% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Natixis Investment Managers International | 26 | 26 | 0.43% | 1.46% | 3.59% | Q2 2013 | Q3 2019 | 26 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 21 | 5 | 0.09% | 0.33% | 0.75% | Q4 2014 | Q2 2021 | 26 |
MV CAPITAL MANAGEMENT, INC. | 22 | 3 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q2 2022 | 25 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.01% | 0.12% | 0.66% | Q1 2014 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
SEGALL BRYANT & HAMILL, LLC | 25 | 25 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q1 2019 | 25 |
M&T BANK CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 25 |
PICTET ASSET MANAGEMENT LTD | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 25 |
Smithfield Trust Co | 25 | 25 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Itau Unibanco Holding S.A. | 16 | 2 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q2 2023 | 24 |
GFS Advisors, LLC | 13 | 11 | 0.00% | 0.18% | 0.49% | Q2 2013 | Q3 2022 | 24 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 14 | 3 | 0.07% | 0.26% | 0.67% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 24 |
SCOTIA CAPITAL INC. | 13 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 23 |
FRANKLIN RESOURCES INC | 8 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2022 | 23 |
Lattice Strategies LLC | 23 | 23 | 0.28% | 1.36% | 3.59% | Q2 2013 | Q4 2018 | 23 |
Financial Management Professionals, Inc. | 19 | 2 | 0.00% | 0.93% | 3.66% | Q2 2013 | Q2 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 15 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 23 |
AGF INVESTMENTS INC. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
Country Club Trust Company, n.a. | 14 | 8 | 0.04% | 0.21% | 0.40% | Q2 2013 | Q4 2018 | 22 |
STIFEL FINANCIAL CORP | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 22 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2022 | 22 |
BB&T SECURITIES, LLC | 15 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MEITAV INVESTMENT HOUSE LTD | 17 | 1 | 0.02% | 0.04% | 0.18% | Q4 2017 | Q3 2023 | 21 |
METLIFE INC | 21 | 21 | 1.85% | 4.05% | 5.71% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 20 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q2 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 20 | 1 | 0.03% | 0.24% | 0.39% | Q4 2013 | Q4 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.07% | 0.11% | 0.18% | Q3 2017 | Q3 2022 | 21 |
LAZARD ASSET MANAGEMENT LLC | 17 | 4 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 21 |
BANQUE PICTET & CIE SA | 21 | 21 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q4 2018 | 21 |
FINANCIAL COUNSELORS INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.08% | 0.16% | Q1 2014 | Q1 2019 | 21 |
PITTENGER & ANDERSON INC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 20 |
RiverFront Investment Group, LLC | 16 | 4 | 0.09% | 0.86% | 2.33% | Q2 2009 | Q4 2015 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 20 |
AXA S.A. | 20 | 20 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2018 | 20 |
Jacobi Capital Management LLC | 14 | 6 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2018 | 20 |
VERITY Wealth Advisors | 15 | 5 | 0.21% | 0.24% | 0.27% | Q4 2018 | Q4 2023 | 20 |
Money Design Co.,Ltd. | 12 | 2 | 0.08% | 2.37% | 4.36% | Q3 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.11% | 0.34% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Montecito Bank & Trust | 14 | 5 | 0.06% | 0.10% | 0.16% | Q3 2014 | Q2 2019 | 19 |
Starfire Investment Advisers, Inc. | 11 | 8 | 0.09% | 0.21% | 0.30% | Q1 2015 | Q4 2019 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 19 |
Lourd Capital, LLC | 19 | 19 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 17 | 2 | 0.01% | 0.07% | 0.18% | Q4 2014 | Q3 2019 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Mizuho Bank, Ltd. | 16 | 3 | 0.76% | 3.33% | 7.95% | Q4 2013 | Q4 2018 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.40% | 0.63% | 1.34% | Q1 2019 | Q3 2023 | 19 |
Zurich Insurance Group Ltd/FI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
VAN ECK ASSOCIATES CORP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 19 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.80% | 1.41% | 1.68% | Q3 2018 | Q3 2023 | 18 |
MONROE BANK & TRUST/MI | 12 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2018 | 18 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.13% | 0.58% | Q3 2013 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
NAVELLIER & ASSOCIATES INC | 6 | 1 | 0.02% | 0.30% | 0.66% | Q4 2012 | Q3 2023 | 18 |
Hirtle Callaghan & Co LLC | 13 | 5 | 0.02% | 0.11% | 0.35% | Q3 2013 | Q4 2020 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.04% | 0.62% | 1.70% | Q4 2016 | Q1 2021 | 18 |
Geneos Wealth Management Inc. | 14 | 4 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q4 2022 | 18 |
BRINKER CAPITAL INC | 15 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2019 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Ifrah Financial Services, Inc. | 18 | 18 | 0.09% | 0.16% | 0.19% | Q4 2013 | Q1 2018 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2022 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.07% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
MASTRAPASQUA ASSET MANAGEMENT INC | 13 | 1 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q1 2022 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Cresset Asset Management, LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.05% | 0.12% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.14% | 0.28% | 0.54% | Q4 2018 | Q3 2022 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.00% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.06% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 16 |
UBP Investment Advisors SA | 16 | 16 | 0.32% | 0.61% | 0.95% | Q4 2017 | Q3 2021 | 16 |
Polaris Wealth Advisory Group, LLC | 16 | 16 | 0.90% | 1.06% | 1.40% | Q1 2016 | Q4 2019 | 16 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 9 | 2 | 0.00% | 0.13% | 0.41% | Q4 2014 | Q2 2019 | 16 |
swisspartners Advisors Ltd | 16 | 16 | 0.21% | 0.31% | 0.44% | Q4 2019 | Q3 2023 | 16 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 7 | 0.02% | 0.07% | 0.21% | Q1 2019 | Q4 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GenTrust, LLC | 9 | 3 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
METROPOLITAN LIFE INSURANCE CO/NY | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 15 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2021 | 15 |
EFG Asset Management (Americas) Corp. | 8 | 7 | 0.00% | 0.23% | 0.61% | Q4 2013 | Q3 2017 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.12% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Foothills Asset Management, Ltd. | 15 | 15 | 1.23% | 1.66% | 1.88% | Q3 2016 | Q1 2020 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 14 | 14 | 0.02% | 0.36% | 4.30% | Q4 2013 | Q1 2017 | 14 |
Round Table Services, LLC | 14 | 14 | 0.38% | 1.13% | 2.46% | Q4 2016 | Q1 2020 | 14 |
Ballentine Partners, LLC | 7 | 7 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
WealthTrust Fairport, LLC | 9 | 5 | 0.00% | 1.21% | 2.32% | Q2 2013 | Q1 2019 | 14 |
Bank Pictet & Cie (Europe) AG | 14 | 14 | 0.20% | 0.35% | 0.43% | Q3 2015 | Q4 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 14 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 14 |
Zions Bancorporation, N.A. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Callan Capital, LLC | 13 | 13 | 0.09% | 1.53% | 2.92% | Q2 2013 | Q2 2016 | 13 |
REGIONS FINANCIAL CORP | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 13 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.11% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Community Bank, N.A. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 13 |
Van Hulzen Asset Management, LLC | 10 | 1 | 0.06% | 0.27% | 0.45% | Q4 2013 | Q4 2020 | 13 |
Hexavest Inc. | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Alpha Omega Wealth Management LLC | 13 | 13 | 0.04% | 0.14% | 0.19% | Q4 2016 | Q4 2019 | 13 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 13 |
PRUDENTIAL PLC | 11 | 1 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q4 2022 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rikoon Group, LLC | 12 | 12 | 0.16% | 0.19% | 0.30% | Q3 2016 | Q2 2019 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.22% | 1.54% | 1.82% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
BREWIN DOLPHIN LTD | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.03% | 0.13% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 3 | 0.16% | 0.59% | 1.05% | Q4 2017 | Q3 2023 | 12 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2022 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Ellevest, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2018 | 12 |
NorthCoast Asset Management LLC | 11 | 1 | 0.67% | 1.23% | 2.52% | Q3 2018 | Q3 2021 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Yorktown Management & Research Co Inc | 9 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2016 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.19% | 0.24% | 0.28% | Q2 2013 | Q4 2015 | 11 |
HIGH POINT BANK & TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
IndexIQ Advisors LLC | 6 | 5 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q4 2019 | 11 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2019 | 11 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.04% | 0.26% | Q1 2015 | Q1 2023 | 11 |
SEI INVESTMENTS CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q4 2015 | 11 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2019 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
BRIDGES INVESTMENT COUNSEL INC/ | 11 | 11 | 0.17% | 0.28% | 0.38% | Q2 2013 | Q4 2015 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.19% | 0.43% | 1.00% | Q2 2013 | Q4 2015 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.06% | 0.25% | Q1 2014 | Q3 2018 | 11 |
BREMER TRUST NATIONAL ASSOCIATION | 11 | 11 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q4 2017 | 11 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2022 | 11 |
ROPES WEALTH ADVISORS LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
DAVIDSON & GARRARD INC | 11 | 11 | 0.33% | 0.43% | 0.50% | Q2 2013 | Q4 2015 | 11 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 3 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q4 2017 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Rothschild & Co Wealth Management UK Ltd | 10 | 10 | 0.03% | 0.06% | 0.09% | Q1 2014 | Q2 2016 | 10 |
Cooperatieve Rabobank U.A. | 10 | 10 | 0.59% | 2.10% | 4.43% | Q2 2013 | Q3 2015 | 10 |
VALLEY NATIONAL ADVISERS INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.03% | 0.09% | 0.15% | Q4 2019 | Q1 2022 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.06% | 0.08% | 0.11% | Q4 2014 | Q1 2017 | 10 |
Convergent Wealth Advisors | 10 | 10 | 0.70% | 0.98% | 1.29% | Q2 2013 | Q3 2015 | 10 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 10 |
Patriot Financial Group Insurance Agency, LLC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2019 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Apriem Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.05% | 0.12% | 0.21% | Q4 2016 | Q1 2019 | 10 |
COOPERMAN LEON G | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Daiwa SB Investments Ltd. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2015 | 10 |
BRIDGES INVESTMENT MANAGEMENT INC | 10 | 10 | 0.33% | 0.43% | 0.55% | Q2 2013 | Q3 2015 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.04% | 0.12% | 0.26% | Q2 2013 | Q3 2015 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.07% | 0.24% | Q2 2020 | Q3 2022 | 10 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2020 | 10 |
Global Retirement Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
FIRST INTERSTATE BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Semper Trust Co. | 9 | 9 | 0.44% | 0.61% | 0.70% | Q2 2013 | Q2 2015 | 9 |
Aberdeen Wealth Management LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.22% | 0.46% | 0.74% | Q4 2014 | Q4 2016 | 9 |
IBM Retirement Fund | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.51% | 0.59% | 0.68% | Q3 2021 | Q3 2023 | 9 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q4 2021 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.09% | 0.13% | 0.24% | Q2 2013 | Q2 2015 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.02% | 0.20% | 0.44% | Q3 2014 | Q3 2016 | 9 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 0.64% | 1.57% | Q4 2017 | Q3 2021 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
TUCKER ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 9 |
WELCH & FORBES LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jefferies Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
KCS Wealth Advisory | 9 | 9 | 0.22% | 0.28% | 0.37% | Q4 2017 | Q4 2019 | 9 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2016 | 9 |
Riggs Asset Managment Co. Inc. | 9 | 9 | 1.45% | 2.54% | 2.89% | Q2 2016 | Q2 2018 | 9 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.18% | 0.41% | 0.53% | Q2 2013 | Q2 2015 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.07% | 0.47% | Q4 2013 | Q4 2015 | 9 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 9 |
PGIM Custom Harvest LLC | 4 | 4 | 0.03% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2015 | 8 |
First Command Bank | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q2 2015 | 8 |
Archford Capital Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.00% | 0.10% | 0.15% | Q2 2013 | Q1 2015 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q1 2015 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.62% | 0.72% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Arlington Partners LLC | 8 | 8 | 0.02% | 0.16% | 0.47% | Q3 2021 | Q2 2023 | 8 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.01% | 0.07% | 0.11% | Q4 2016 | Q3 2018 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.06% | 0.44% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2014 | Q3 2016 | 8 |
Capital Bank & Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 8 |
Karpus Management, Inc. | 8 | 8 | 0.03% | 0.42% | 0.70% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
SVB WEALTH LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2021 | 7 |
Truvestments Capital LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2021 | 7 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.21% | 0.39% | Q3 2013 | Q3 2016 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.15% | 0.28% | 0.48% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2020 | 7 |
Garde Capital, Inc. | 6 | 1 | 0.59% | 1.44% | 2.25% | Q2 2014 | Q3 2016 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.47% | 0.74% | 0.96% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
ASPIRIANT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Virtue Capital Management, LLC | 4 | 3 | 0.10% | 0.16% | 0.27% | Q4 2017 | Q4 2019 | 7 |
First Financial Bank - Trust Division | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2015 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.28% | 0.35% | 0.40% | Q1 2013 | Q3 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.10% | 0.25% | Q4 2013 | Q2 2019 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lombard Odier Transatlantic Ltd | 7 | 7 | 2.98% | 3.38% | 3.72% | Q1 2015 | Q3 2016 | 7 |
Mathes Company, Inc. | 7 | 7 | 0.13% | 0.13% | 0.14% | Q4 2013 | Q2 2015 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q2 2019 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.49% | 2.43% | 4.96% | Q1 2013 | Q3 2014 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
OneDigital Investment Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2014 | Q3 2018 | 7 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2016 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q4 2014 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.22% | Q4 2016 | Q1 2018 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 6 |
Willow Creek Wealth Management Inc. | 4 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.20% | 0.22% | 0.23% | Q3 2016 | Q4 2017 | 6 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 6 |
Sequent Asset Management, LLC | 6 | 6 | 0.52% | 1.54% | 2.58% | Q2 2014 | Q3 2015 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 6 |
GW HENSSLER & ASSOCIATES LTD | 6 | 6 | 0.04% | 2.18% | 4.57% | Q2 2013 | Q3 2014 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Capital Investment Advisors, LLC | 6 | 6 | 0.12% | 0.16% | 0.21% | Q4 2013 | Q1 2015 | 6 |
Intercontinental Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q2 2020 | 6 |
Cottage Street Advisors LLC | 5 | 1 | 0.34% | 0.51% | 0.73% | Q4 2015 | Q2 2017 | 6 |
Fulcrum Equity Management | 3 | 1 | 0.08% | 0.19% | 0.31% | Q1 2019 | Q2 2021 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.74% | 1.07% | 1.37% | Q2 2013 | Q3 2014 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
American Research & Management Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
LCNB CORP | 5 | 1 | 0.14% | 0.23% | 0.31% | Q4 2016 | Q3 2018 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q1 2019 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.43% | 0.49% | 0.52% | Q4 2020 | Q1 2022 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Creegan & Nassoura Financial Group, LLC | 5 | 1 | 0.25% | 0.26% | 0.28% | Q4 2014 | Q3 2016 | 6 |
Vontobel Swiss Wealth Advisors AG | 5 | 1 | 0.04% | 0.18% | 0.24% | Q4 2014 | Q2 2021 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 6 | 6 | 0.94% | 1.11% | 1.37% | Q2 2016 | Q3 2017 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 0.93% | 1.81% | Q3 2013 | Q2 2016 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
KANAWHA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q2 2014 | 5 |
Choate Investment Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2021 | 5 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q4 2019 | 5 |
Savior LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
AGF Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Opera Trading Capital | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 5 |
BlackRock Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 5 |
NICHOLS & PRATT ADVISERS LLP /MA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Euclid Advisors LLC | 5 | 5 | 0.10% | 0.18% | 0.24% | Q3 2013 | Q3 2014 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.02% | 1.12% | 1.52% | Q3 2016 | Q3 2017 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.04% | 0.10% | 0.19% | Q2 2014 | Q2 2018 | 5 |
CHOREO, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q1 2018 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Dentgroup LLC | 5 | 5 | 0.18% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 0.71% | 1.04% | 1.52% | Q1 2014 | Q2 2016 | 5 |
LILLEY & CO | 5 | 5 | 3.09% | 3.24% | 3.53% | Q2 2013 | Q2 2014 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Activest Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
BHF Kleinwort Benson Group S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
New Vernon Capital Holdings II LLC | 5 | 5 | 0.69% | 0.87% | 1.26% | Q4 2018 | Q4 2019 | 5 |
F-Squared Investment Management, LLC | 5 | 5 | 0.04% | 0.25% | 0.44% | Q3 2013 | Q3 2014 | 5 |
Fiduciary Trust Co International of Pennsylvania | 3 | 1 | 0.01% | 0.12% | 0.21% | Q2 2013 | Q2 2017 | 5 |
L & S Advisors Inc | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.05% | 0.19% | Q1 2022 | Q2 2023 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q4 2015 | 4 |
FORESTERS ASSET MANAGEMENT INC. | 4 | 4 | 0.31% | 0.38% | 0.46% | Q2 2016 | Q1 2017 | 4 |
Port Capital LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2018 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
XL Group Investments Ltd | 4 | 4 | 1.11% | 1.80% | 2.77% | Q4 2016 | Q3 2017 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q2 2023 | 4 |
BANK OF THE WEST | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q2 2014 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
SNS Financial Group, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q2 2014 | Q1 2015 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 0.51% | 0.90% | 1.07% | Q1 2019 | Q4 2019 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.15% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AXS Investments LLC | 4 | 4 | 0.06% | 0.11% | 0.13% | Q2 2022 | Q1 2023 | 4 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.70% | 1.46% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 4 |
Next Level Private LLC | 4 | 4 | 0.40% | 0.46% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.13% | 0.14% | 0.16% | Q3 2013 | Q2 2014 | 4 |
BESSEMER SECURITIES LLC | 2 | 2 | 5.82% | 6.49% | 7.35% | Q2 2015 | Q1 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
BigSur Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Manifold Partners, LLC | 2 | 2 | 3.59% | 5.35% | 8.17% | Q1 2018 | Q2 2019 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 4 |
EASTERN BANK | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.04% | 1.10% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Spruce Investment Advisors LLC | 2 | 1 | 0.28% | 0.55% | 0.95% | Q1 2014 | Q2 2017 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.03% | 0.18% | 0.35% | Q1 2015 | Q4 2015 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2016 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.26% | 1.36% | 2.46% | Q2 2013 | Q1 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 1.26% | 1.96% | 2.95% | Q4 2016 | Q3 2017 | 4 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
MITCHELL SINKLER & STARR/PA | 4 | 4 | 0.26% | 0.41% | 0.84% | Q2 2013 | Q1 2014 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 4 |
Fusion Investment Group, LLC | 4 | 4 | 0.01% | 0.13% | 0.29% | Q4 2013 | Q3 2014 | 4 |
RATIONAL ADVISORS LLC | 3 | 1 | 0.02% | 0.41% | 0.56% | Q2 2009 | Q3 2011 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 1 | 2.92% | 5.31% | 6.80% | Q4 2012 | Q1 2018 | 3 |
FORBES J M & CO LLP | 3 | 3 | 1.40% | 1.49% | 1.58% | Q2 2013 | Q4 2013 | 3 |
F3Logic, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q2 2019 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q4 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q1 2014 | Q2 2021 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2013 | Q1 2014 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 3 |
Diversified Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2018 | 3 |
Intersect Capital LLC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2014 | Q2 2015 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.24% | 0.27% | 0.32% | Q2 2013 | Q4 2013 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.38% | 0.44% | 0.50% | Q2 2013 | Q4 2013 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.02% | 0.20% | 0.32% | Q4 2019 | Q2 2020 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
NWAM LLC | 3 | 3 | 0.57% | 0.59% | 0.62% | Q2 2012 | Q4 2012 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.14% | 0.26% | 0.32% | Q2 2013 | Q4 2013 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 3 |
Legacy Private Trust Co. | 2 | 1 | 0.05% | 0.22% | 0.56% | Q2 2014 | Q3 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.34% | 0.56% | Q4 2018 | Q2 2019 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.56% | 1.08% | 2.07% | Q2 2022 | Q1 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 3 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Lloyds Banking Group plc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q2 2013 | Q4 2013 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q1 2022 | 3 |
TRIANGLE PEAK PARTNERS, LP | 3 | 3 | 1.11% | 1.47% | 1.97% | Q4 2014 | Q2 2015 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
RiverGlades Family Offices LLC | 3 | 3 | 0.18% | 0.18% | 0.20% | Q4 2017 | Q2 2018 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Weatherstone Capital Management | 1 | 1 | 0.05% | 0.43% | 1.10% | Q4 2013 | Q1 2019 | 3 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Sensato Investors LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q3 2019 | Q4 2019 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.24% | 0.39% | 0.54% | Q2 2023 | Q3 2023 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Marotta Asset Management | 2 | 2 | 0.20% | 0.30% | 0.40% | Q4 2019 | Q1 2020 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
Heritage Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q1 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 2 |
VICUS CAPITAL | 1 | 1 | 0.14% | 0.27% | 0.39% | Q3 2013 | Q1 2014 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.29% | 0.38% | 0.47% | Q1 2016 | Q3 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
WILMINGTON TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Northeast Financial Consultants Inc | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2013 | Q3 2018 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.06% | 0.13% | Q1 2016 | Q3 2018 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Norway Savings Bank | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q1 2018 | Q2 2021 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.07% | 0.37% | 0.68% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 1.37% | 1.69% | 2.01% | Q1 2020 | Q2 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 1.14% | 1.16% | 1.17% | Q2 2016 | Q3 2016 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.00% | 1.48% | 2.96% | Q1 2018 | Q2 2018 | 2 |
INDEPENDENT INVESTORS INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.04% | 0.45% | 0.87% | Q3 2017 | Q1 2018 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2023 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2013 | Q3 2013 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2023 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 1.69% | 1.76% | 1.84% | Q3 2013 | Q4 2013 | 2 |
Davis Capital Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.16% | 0.27% | Q4 2016 | Q4 2020 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2013 | Q1 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 6.16% | 6.16% | 6.16% | Q4 2013 | Q4 2013 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2016 | Q3 2016 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CAPITAL INSIGHT PARTNERS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2014 | Q3 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2023 | Q1 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
XPONANCE, INC. | 1 | 1 | 3.44% | 3.44% | 3.44% | Q1 2018 | Q1 2018 | 1 |
Quent Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2016 | Q1 2016 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2013 | Q2 2013 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Elgethun Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2019 | Q1 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Veracity Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2011 | Q4 2011 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2016 | Q3 2016 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2021 | Q2 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2017 | Q4 2017 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.